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DTSTART:20241114T150000Z
DTEND:20241114T170000Z
LOCATION:Hyatt Regency Bellevue - 900 Bellevue Way NE - Regency Ballroom - 2nd Floor of Cascade Tower
UID:2590020241114T150000ZNovember 2024 Breakfast
DTSTAMP:20260518T200724Z
DESCRIPTION:\nPlease join us In Person at the Hyatt in Bellevue in the Regency Ballroom - 2nd Floor of Cascade Tower\n \nTopic - "Business Succession: Connelly v United States"\n \nIn June 2024, business owners across the country awoke to the news from the US Supreme court that by  a unanimous decision life insurance death benefits owned by a business for buy-sell purposes will now be included in the business valuation. With this ruling, business owners will no longer have an offset of policy benefits to share redemption as was previously the case. For many of your clients who are unaware of this development, the impact on redemption values and estate tax calculations will be significant.\n \nJoin us to learn about the facts of the case, what this means for clients and the potential solutions to address this pressing issue. The discussion will address both the estate planning and insurance policy considerations.\n  \nCoffee Chat starts at 7:00am for those early risers!\n   \nBreakfast at 7:45am\n   \nPresentation begins at 8:00am \n   \nSponsors Bring Your Swag and come early to set up!\n  \nDavid Fain, MBA, CFP\n \nDavid Fain is a Financial Advisor at AssuredPartners in Seattle, Washington. In this role, David provides clients with innovative solutions and professional direction designed to help them accomplish their financial objectives. With 16+ years of experience in the financial industry, he is well positioned to confidently guide clients through difficult, and often complex, decision making processes.\n Before joining AssuredPartners, David spent more than 13 years as a Financial Advisor at Northwestern Mutual/Fain Financial Services serving the financial needs of families and business. Prior to joining Northwestern Mutual, he was a Financial Analyst at Deloitte where he researched key success factors for the largest global financial services firms. These experiences have provided David with a strong understanding of what it takes to be successful in the financial services industry. David received a BS in entrepreneurial management from The Wharton School at the University of Pennsylvania, and his MBA in entrepreneurial management from the Franklin W. Olin Graduate School of Business at Babson College.\n \nMatthew Widmyer is an attorney at Davis Wright Tremain and his practices include tax, and estate and business for closely-held businesses. Matthew assists clients in areas of sophisticated estate planning and administration, business succession planning, probate litigation, and multi-generational planning. Matthew also advises tax-exempt organizations and assists clients with charitable trusts and foundations. Matthew received his law degree from the University of Washington, and a masters in tax law from New York University.\n \n \n
SUMMARY:November 2024 Breakfast - East King County Estate Planning Council 
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DESCRIPTION:Reminder
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